美国银行将SAP股票纳入2025年第三季度EMEA十大投资理念

英为财情

2025/07/01

Investing.com - 美国银行(BofA)已将SAP公司(NYSE:SAP)(ETR:SAPG)纳入其2025年第三季度欧洲、中东和非洲(EMEA)十大投资理念名单，重申其"买入"评级和€320的目标价。 SAP是美国银行首选的大型软件股，同时也出现在其"2025年25只股票"和欧洲1号顶级投资理念名单中。分析师强调了支持看涨立场的多个驱动因素。这些包括强劲的收入可见性（由95%的...

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美国银行(BofA)已将SAP公司(NYSE:SAP)(ETR:SAPG)纳入其2025年第三季度欧洲、中东和非洲(EMEA)十大投资理念名单，重申其\"买入\"评级和€320的目标价。\nSAP是美国银行首选的大型软件股，同时也出现在其\"2025年25只股票\"和欧洲1号顶级投资理念名单中。\n分析师强调了支持看涨立场的多个驱动因素。这些包括强劲的收入可见性（由95%的...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2867783\">网页链接</a>\n\n</div>\n","source":"investing_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国银行将SAP股票纳入2025年第三季度EMEA十大投资理念</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国银行将SAP股票纳入2025年第三季度EMEA十大投资理念\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-01 18:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/news/stock-market-news/article-2867783><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing.com - 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美国银行(BofA)已将SAP公司(NYSE:SAP)(ETR:SAPG)纳入其2025年第三季度欧洲、中东和非洲(EMEA)十大投资理念名单，重申其\"买入\"评级和€320的目标价。\nSAP是美国银行首选的大型软件股，同时也出现在其\"2025年25只股票\"和欧洲1号顶级投资理念名单中。\n分析师强调了支持看涨立场的多个驱动因素。这些包括强劲的收入可见性（由95%的经常性收入和第一季度29%的云业务积压增长支撑），以及结构性运营杠杆和增加现金回报的潜力。\n此外，美国银行指出，SAP内部使用人工智能正带来30%的效率提升，且\"生成式AI的吸引力正在上升，目前有3.4万客户正在使用商业AI。\"\n由Frederic Boulan领导的分析师团队写道：\"渠道对新推出的Business Data Cloud产品的反馈非常乐观，而SAP也标记了自产品推出以来的创纪录初始管道。\"\n他们还指出了有利的中期前景。美国银行预计2026-2027年的支持收入将转化为超过五倍的云收入，而此前这一比例为两到三倍。\n自由现金流预计将趋向于税后EBIT加上€10亿，而利润率预计每年将扩大约100个基点。\nSAP的估值被描述为相对其历史水平有溢价，但这由其强劲的收入和每股收益(EPS)增长所支撑，包括预计2024年至2027年期间20%的EPS年复合增长率(CAGR)。\n分析师表示：\"尽管增长明显更快，但SAP相对于美国软件同行Salesforce(NYSE:CRM)和微软(NASDAQ:MSFT)的溢价有限，\"并补充说，与工作日公司(NASDAQ:WDAY)相比，尽管增长相似，但SAP的定价折价超过50%。\n在7月22日发布第二季度财报之前，美国银行预计集团收入增长将加速至11%，运营利润率强劲达27.4%，EBIT同比增长32%。\n该银行还预计SAP将重申2025年指引，这得益于云订单和生成式AI交付管道的进展。\n本文由人工智能协助翻译。更多信息，请参见我们的使用条款。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}